We are running our interactive case study on shareholder activism again for NIRI Capital and The Society of Corporate Secretaries and Governance Professionals at the end of August. See below for details.
Shareholder activism will only increase in the next few years. The stigma attached to shareholder activism is dissipating, while activists are becoming increasingly sophisticated at putting pressure on undervalued targets to make the corporate changes they believe will unlock hidden potential. With corporate balance sheets stronger than ever, a M&A environment on the mend, and an economic and political landscape favorable to change, we are witnessing a prolific revival of activist investing initiatives.
The case study is a powerful learning platform to help boards and corporate management understand the issues, anticipate the threats and be ready to respond to activist shareholders
“The case was extremely interactive, engaging and entertaining. What was significant was how tactically the role playing hammered home what the board actually has to deal with…”
Corporate Director and Case Study Participant
Delivered in a fast-paced and intensive ½ day format, participants face the increasingly complex decisions to be made when confronted with an activist shareholder’s demands for boosting shareholder value.
Activist campaigns are disruptive and costly; be ready.
Better still—avoid them.
The air in the Board room at WidgeCo was thick with anticipation. It was late on a Tuesday afternoon in August and everyone had been told on short notice to cancel any previous engagements and gather in the Board room at 4:00 PM. The company’s CEO, “Buck” Dimes, had called the meeting. Everyone knew that Buck, a meticulous engineer who planned everything with great precision, did not call meetings on short notice...
Core issues explored in the Case Study include:
Shareholder Activism - Investor Conflict - Governance Exposures - Fiduciary Responsibility - Business Impact - Company Vulnerability - Board and CEO Succession - Fight Tactics


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